Anteotech Ltd · ASX:ADO
Anteotech — Shareholder Meeting (November 2023)
21 slides from Anteotech's shareholder meeting presentation, Nov 14, 2023
Slide 1: Managing Director AGM Presentation
AnteoTech Ltd Managing Director AGM Presentation BRISBANE, AUSTRALIA, 14 November 2023. AnteoTech Ltd (ASX:ADO) will today present the attached presentation at its Annual General Meeting. A copy of the Managing Director’s presentation is attached. This announcement has been authorised for release by
Slide 2: 2023 Annual General Meeting Managing Director's Presentation
For personal use only 2023 Annual General Meeting Managing Director's Presentation LEADING THE CHARGE 14 November 2023 COMMERCIAL-IN-CONFIDENCE This document is the property of AnteoTech Ltd and shall not be communicated to third parties and/or reproduced without prior written agreement. © AnteoTech
Slide 3: Commercially Experienced Leadership Team
COMMERCIALLY EXPERIENCED LEADERSHIP TEAM For personal use only David Radford Katrina Byrne Andrew Cook Managing Director Chief Operating Officer Chief Financial Officer • Highly experienced senior executive with a track • Extensive domestic and international multi- • 20+ years’ experience in senior
Slide 4: FY2023 Achievements — Building the Foundations for Growth
FY2023 ACHIEVEMENTS — BUILDING THE FOUNDATIONS FOR GROWTH Position AnteoTech for short and mid-term revenues in Clean Energy and Life Sciences to create long term value For personal use only Commercial Leadership Team Realigned Resources Trinseo – MOU Experienced leadership team focussed Reduced cos
Slide 5: Refocused Priorities – Investing for High Returns
REFOCUSED PRIORITIES – INVESTING FOR HIGH RETURNS Significant refocus into CET and roles that build value into the business For personal use only Realignment of Expanding Expertise Driving Short-to-mid Company Resources Expanding and Expertise Resources for CET Term Revenues and Resources for CET •
Slide 6: AnteoTech Products – Innovation Defining the Future
ANTEOTECH PRODUCTS – INNOVATION DEFINING THE FUTURE Proven technologies for the rapidly growing battery anode and life science diagnostics markets For personal use only Clean Energy Technology Life Sciences Anteo X™ High Silicon Anode AnteoBind™ Anteo X is a performance enhancing AnteoTech’s High Si
Slide 7: Focus & Execution the Key to Drive Revenues
FOCUS & EXECUTION THE KEY TO DRIVE REVENUES Strategies to drive revenues in 2024 — focused on partnering and sales generation with appropriate supporting infrastructure For personal use only Clean Energy commercialisation and development activities 1 Sales and marketing to deliver early commercial r
Slide 8: Clean Energy Technology
For personal use only CLEAN ENERGY TECHNOLOGY Enabling the transition to next generation batteries 7
Slide 9: Earlier Development Work Drives Long-Term Uptake of Anteo X
EARLIER DEVELOPMENT WORK DRIVES LONG-TERM UPTAKE OF ANTEO X™ Early-stage development agreements drive Anteo X annuity sales across the anode development value chain For personal use only Volume uptake Commercial Widespread usage Production Ongoing licensing Design Significant contracts for A
Slide 10: Leading the Charge: Learnings from Europe
LEADING THE CHARGE: LEARNINGS FROM EUROPE Our European counterparties are “marquee brands” and market leaders within their own segments, and acknowledge AnteoTech as a credible business partner For personal use only Key Takeaways - European AnteoTech’s Value Customer Meetings Proposition • Anode tec
Slide 11: Targeted Revenue Opportunities in the Anode Value Chain
TARGETED REVENUE OPPORTUNITIES IN THE ANODE VALUE CHAIN AnteoTech solutions span the anode development process. Estimated sales opportunities >AUD$1b For personal use only 200+ Opportunities • Battery manufacturer 1 • Battery manufacturer 2 Evaluation • Electric vehicle manufacturer 2 • Specialised
Slide 12: Production Facility to Support Commercial Orders
PRODUCTION FACILITY TO SUPPORT COMMERCIAL ORDERS Construction has commenced to support commercial initiatives – Anteo X™ and battery design and testing capabilities For personal use only First production facility • Brisbane-based 20,000L production facility is under construction with commissioning t
Slide 13: Life Sciences
For personal use only LIFE SCIENCES Building new revenue opportunities with AnteoBind™ 12
Slide 14: New Marketing Approach to Drive Growth
NEW MARKETING APPROACH TO DRIVE GROWTH Enhanced formulation of AnteoBind™, a targeted sales and marketing approach coupled with a new pricing For personal use only Validated AnteoTech’s AnteoBind Features Value Proposition • AnteoBind is easier to use vs. conventional • Expansive research and knowle
Slide 15: Commercialisation Progress Update for CY2024
COMMERCIALISATION PROGRESS UPDATE FOR CY2024 Leveraging AnteoTech’s know-how and key AnteoBind™ benefits to create opportunities for near and mid-term revenues For personal use only AnteoBind Go-to-Market Strategy AnteoBind Pricing Target Marketing Growth Reformulation Pricing alignment Pre-activate
Slide 16: Diversified Sales Model to Maximise Capture of Target Markets
DIVERSIFIED SALES MODEL TO MAXIMISE CAPTURE OF TARGET MARKETS Near-term revenue streams from Proprietary AnteoBind™ Sales and Contract Assay Development Services For personal use only • 8 IVD global manufacturers Opportunities • 1 global vaccine manufacturer • 3 global particle manufacturers Evaluat
Slide 17: Growing commercial footprint & revenue base
For personal use only Growing commercial footprint & revenue base AnteoTech Annual General Meeting 16
Slide 18: Looking Forward — Commercial Milestones
LOOKING FORWARD — COMMERCIAL MILESTONES* 2023 2023 2024 & Beyond For personal use only • Capital Raise – funds growth + new institutions 2024 • Trinseo and Wyon Anteo X™ technology validation • Anteo X production commencement • Construction commences on Anteo X production facility • Developmen
Slide 19: Funding Our Pathway
FUNDING OUR PATHWAY Reduced costs and refocused resources to higher value opportunities in the clean energy market For personal use only Market Cap1 $57.1m Lower FY24 Cost base3 anticipated ~$3m vs. FY23 Shares on issue 2,196 million Options 142 million Cash + R&D Rebate2 FY24 Y-o-Y Revenue Growth a
Slide 20: Environmentally & Socially Responsible
ENVIRONMENTALLY & SOCIALLY RESPONSIBLE AnteoTech is committed to being a low carbon footprint, sustainable company with the highest possible ESG standards For personal use only Advancing Clean Energy Eco-Friendly Production Quality & Accreditations Battery Technology and Low Carbon Footprint Hold IS
Slide 21: Five Key Takeaways
FIVE KEY TAKEAWAYS Next Generation Battery Technology Patent-protected, market-leading, platform technology which For personal use only unlocks the path to high silicon content battery anodes Productivity Enhancing Technology AnteoBind™ enables reduced input costs, antibody and labour costs Partneri